Idenix Pharmaceuticals (IDIX)

[go seek]

re: The NVS Investor pipeline update

"is it likely that NM283 is being considered primarily for use in combination with protese inhibitors or albuferon, thus the change in the anticipated filing dates?"

do not agree w/ this logic...

I believe the reason for the change in date is a progression towards the current reality; that is, P3 on NM283 most likely will run from 2008 - 2009+

Dr. Brown resigned as CMO and will remain as a Senior Advisor.
I do not have a "read" on the reason for the resignation nor was one offered by Idenix PR release.

It does appear the new CMO, Dr Mayers, is well qualified and should be a good fit given bigger push into HIV drugs.